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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,922 | $81,643+153.4% | $70,462+193.7% | $158,950+30.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.14% | 208.51%-189.4pp | 109.08%-89.9pp | 302.91%-283.8pp |
| Employer contribution / active EE | $12,497 | $3,218+288.4% | $2,737+356.5% | $4,762+162.4% |
| Participant deferral / active EE | $2,733 | $4,555-40.0% | $3,710-26.3% | $5,983-54.3% |
| Admin fee / account holder | $168 | $6,194-97.3% | $3,845-95.6% | $11,248-98.5% |